Copying a schedule week

Copying a schedule week

If your schedule is similar from week to week, you save a lot of time by copying a whole week and only adjusting the exceptions afterwards.

Step by step

  1. Go to Schedule and choose the week view.
  2. Navigate to the week you want to use as a template.
  3. Click Actions in the top right, then Copy week.
  4. Choose the target week in the date picker.
  5. Confirm with Copy.

What happens during this

  • All shifts of the source week are carried over into the target week.
  • The copied shifts have the status Draft, even if the original was published.
  • Existing shifts in the target week are not overwritten but added to.
  • Absences and approved vacation are taken into account: shifts on affected days are flagged and you need to rework them.

Reworking

After copying, check:

Once everything fits, you publish the week. How that works is described under Publishing shifts.

Tip

For recurring patterns, recurring shifts are even more efficient because they carry forward automatically.

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Creating shifts in the schedule

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Exporting the schedule as a PDF

Related articles

Creating shifts in the schedule

In the schedule you create shifts directly by clicking an empty cell in the week or month view. Shiftdesk guides you through the dialog step by step.

Exporting the schedule as a PDF

You can export any schedule as a PDF to print it out, post it in the break room or distribute it by email.

Recurring shifts (series)

When an employee regularly works the same shift, you create a series. Shiftdesk then generates the individual shifts automatically for the chosen period.

Minimum staffing per shift

With minimum staffing you set how many employees should cover a shift or a period at a minimum. Shiftdesk warns you when the requirement is not met.

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Copying a schedule week · Knowledge base | Shiftdesk